Logan Capital Management’s DTE Energy DTE Stock Holding History

Logan Capital Management’s Portfolio DTE Stock Details DTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$76.2K	Buy	+500	New	+$73K	﹤0.01%	305
2025 Q4	–	Sell	-536	Closed	-$75.8K	–	316
2025 Q3	$75.8K	Hold	536	–	–	﹤0.01%	301
2025 Q2	$70.9K	Buy	536 +1	+0.2%	+$134	﹤0.01%	299
2025 Q1	$74K	Hold	535	–	–	﹤0.01%	323
2024 Q4	$64.6K	Buy	535 +35	+7%	+$4.32K	﹤0.01%	334
2024 Q3	$64.2K	Hold	500	–	–	﹤0.01%	336
2024 Q2	$55.5K	Hold	500	–	–	﹤0.01%	333
2024 Q1	$56.1K	Hold	500	–	–	﹤0.01%	335
2023 Q4	$55.1K	Hold	500	–	–	﹤0.01%	345
2023 Q3	$49.6K	Hold	500	–	–	﹤0.01%	344
2023 Q2	$55K	Hold	500	–	–	﹤0.01%	335
2023 Q1	$54.8K	Hold	500	–	–	﹤0.01%	343
2022 Q4	$58.8K	Hold	500	–	–	﹤0.01%	340
2022 Q3	$58K	Hold	500	–	–	﹤0.01%	335
2022 Q2	$63K	Hold	500	–	–	﹤0.01%	334
2022 Q1	$66K	Hold	500	–	–	﹤0.01%	340
2021 Q4	$60K	Hold	500	–	–	﹤0.01%	353
2021 Q3	$56K	Sell	500 -88	-15%	-$10.3K	﹤0.01%	351
2021 Q2	$65K	Hold	588	–	–	﹤0.01%	336
2021 Q1	$67K	Buy	+588	New	+$61.7K	﹤0.01%	323
2016 Q2	–	Sell	-2,703	Closed	-$209K	–	270
2016 Q1	$209K	Buy	+2,703	New	+$195K	0.02%	278

Other funds holding DTE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Logan Capital Management's DTE Position: Q2 2026 in Review

Logan Capital Management opened a new position in DTE Energy (DTE) in Q2 2026: 500 shares worth $76.2K. The stake represents ﹤0.01% of the portfolio and ranks #305 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in DTE as recently as Q3 2025.

Logan Capital Management first reported a position in DTE in Q1 2016 and has held it in 21 quarters since. The position peaked at $209K in Q1 2016. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Logan Capital Management held 500 shares of DTE Energy worth $76.2K as of Q2 2026.
DTE Energy was a new Logan Capital Management position in Q2 2026.
DTE Energy made up ﹤0.01% of Logan Capital Management's portfolio in Q2 2026, its #305 holding.
Logan Capital Management first reported a position in DTE Energy in Q1 2016 and has held it in 21 quarters since.
Logan Capital Management's DTE Energy position peaked at $209K in Q1 2016.
1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.